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BGAFX vs CNPAX
BGAFX vs CNPAX Comparison
Open Charts BGAFX vs CNPAX
Baron Global Opportunity Retail
Price$50.03
Change+$2.46 (+5.17%)
VolumeN/A
Net Assets762.69M
American Funds New Perspective 529A
Price$70.41
Change-$2.56 (-3.51%)
VolumeN/A
Net Assets162.72B
BGAFX vs CNPAX Comparison Chart in %
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BGAFX vs. CNPAX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BGAFX is a Hold and CNPAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. BGAFX (763M). CNPAX pays higher dividends than BGAFX: CNPAX (0.99) vs BGAFX (0.00). BGAFX was incepted earlier than CNPAX: BGAFX (14 years) vs CNPAX (24 years). BGAFX (1.22) is less costly to investors than CNPAX (0.74). CNPAX is a more actively managed with annual turnover of: 23.00 vs. BGAFX (8.00). CNPAX has a lower initial minimum investment than BGAFX: CNPAX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 23.59 vs. CNPAX (12.85). CNPAX return over 5 years is better than : 17.17 vs. BGAFX (-12.78).
| BGAFX | CNPAX | BGAFX / CNPAX | |
| Total Expense Ratio | 1.16 | 0.74 | 157% |
| Annual Report Gross Expense Ratio | 1.22 | 0.74 | 165% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 1.398 | 1.602 | 87% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.99 | - |
| Returns for 1 year | 23.59 | 12.85 | 184% |
| Returns for 3 years | 77.66 | 41.12 | 189% |
| Returns for 5 years | -12.78 | 17.17 | -74% |
| Returns for 10 years | 323.62 | 136.09 | 238% |
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